Finance in Scottsdale

Bridge Financial Strategies is a comprehensive financial advisory firm committed to helping clients achieve their financial goals through personalized planning and investment strategies in Scottsdale, AZ. With a focus on integrity and transparency, our team offers expert guidance in areas such as investment management, tax planning (and preparation), financial planning, cash management, legacy planning, and insurance planning. Our holistic approach to financial planning gives you the best opportunity to become financially independent. Visit https://www.bridgefinancialstrategies.com/ or contact us today to schedule your personalized consultation and take the first step toward achieving your financial dreams!

Julie A. Kern. I’m a CPA and Certified Divorce Financial Analyst® professional specializes in helping Arizona women and the attorneys who assist them, build the strongest financial case in a divorce with over 19 years of industry experience.

Financial Services in Scottsdale, AZ

Scottsdale Community Bank comes into existence nurtured by a conviction that consistent effort and innovative ideas are the DNA of growth. We are committed to long-lasting relationships with individuals as well as with small and mid-sized businesses, the driving force of Scottsdale's economy.

P. Curtis Black, CPA specializes in international tax preparation and planning for U.S. citizens, businesses, foreign nationals and foreign enterprises operating in the United States. Remaining compliant with changing domestic and international tax regulations can be overwhelming. Our international tax specialist in Scottsdale helps clients maximize their current tax position for profitable results while remaining compliant.

Failing to plan, as it’s said, is planning to fail. But even a plan has to be the right one if you want to give meaning to your money and ensure a stable future. Sure, money can’t solve all of life’s challenges, but careful budgeting turns finances into solutions rather than stresses. Financial planning — often called wealth management — unpacks the full worth of your wealth, beyond number of dollars in your accounts, providing for your personal health, children and grandchildren’s education, and a long-term commitment to your family’s financial security. Asset Preservation Tax & Retirement’s personal financial planners in Phoenix, AZ will work to devise the best approach to manage your financial obligations, while stewarding your future needs.

Your future starts as soon as you take that first step forward. However, a misstep—such as choosing the wrong wealth management company or getting bogged down trying to do it all yourself—will waste time better spent enjoying your best years. You deserve to have your retirement planning done right. Asset Preservation Tax & Retirement is one visit or phone call away, right here in Phoenix. Whether you’re accumulating wealth for that day when you can pursue your retirement dreams or you’re already about to cross that threshold with pockets full, our financial advisors can help you have a happy retirement. In fact, with skillful planning, the retirement you’ve visualized can come sooner than you might think! Our financial advisors start by listening to you, understanding your goals, so we can simplify the entire process with retirement planning that will make sense and work best for you.

The fiscal accumulation of your life’s work presents you with a legacy waiting to be written. But money itself has no meaning until you decide how best to use it. The true value of your wealth manifests in how it’s managed, and for that, you need a team of professionals dedicated to coordinating a comprehensive financial plan. Asset Preservation Tax & Retirement’s team of professional financial planners in Phoenix, AZ gets to know you personally, so we can build a financial plan custom-tailored for your success. Our team consists of dedicated advisors with specialized experience in tax, investment, retirement saving such as 401K and IRA accounts, legal and insurance planning. Drawing on a broad base of knowledge, they are committed to helping you achieve your retirement goals.

The tax professionals at our Phoenix office provide two essential services: tax planning, and tax preparation. Tax planning includes handling your finances to get the most out your money. Tax preparation is the practice of completing and filing for your tax returns, and we provide timely services that maximize your deductions and minimize your tax liability. Our tax preparers and accountants will take care of your next tax season to secure a bigger refund or save you money, even as we create a plan for years to come.

We help you make the most important choices today to plan for your financial future tomorrow. The fiscal accumulation of your life’s work presents you with a legacy waiting to be written. But money itself has no meaning until you decide how best to use it. The true value of your wealth manifests in how it’s managed, and for that, you need a team of professionals dedicated to coordinating a comprehensive financial plan. Asset Preservation Tax & Retirement’s team of professional financial planners in Phoenix, AZ gets to know you personally, so we can build a financial plan custom-tailored for your success. Our team consists of dedicated advisors with specialized experience in tax, investment, retirement saving such as 401K and IRA accounts, legal and insurance planning.

Insurance Services in Scottsdale, AZ

Orchard Funding is a private hard money lender located in Arizona and California serving investors for real estate financing. Providing fix & flip loans, bridge financings, ground up construction loans, refinancing, commercial lending, fix & hold loans to professional real estate investors.